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Jim has been involved in most facets of wealth transfer planning, including gift, estate and generation skipping transfer tax planning, grantor trusts, insurance planning, business recapitalization and restructuring, charitable giving, and estate tax audits. Jim has served as primary counsel for a number of business owners and their businesses and has assisted them in developing strategies for growth and transition. He counsels clients regarding employment contracts, pre-marital agreements and asset protection planning. Jim also has been an active participant in various legislative efforts through the NC Bar Association’s legislative committee.
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PROFESSIONAL AND COMMUNITY INVOLVEMENT
Legislative Committee for the Estate Planning & Fiduciary Law Section of the North Carolina Bar Association
Forsyth County Bar AssociationsAmerican Bar Association (Real Property, Trust and Estate Law Section)
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